Family foundations represent an enduring means to impart one’s philanthropic vision. But in an ever-changing environment, how does a philanthropist build a legacy that lasts through generations? Hear the perspectives of two seasoned philanthropic experts as they discuss the legal considerations and strategic approaches that family foundation leaders consider in building their philanthropic legacy. The conversation will include stories that inspire foundation leaders to reflect on their values, define their philanthropic goals and engage their families, to construct a roadmap for future generations to continue the course.
The discussion will:
- Explore successful approaches in planning for institutional perpetuity
- Introduce various strategies for cohesive engagement among future generations
- Build a giving program that withstands changing community needs and priorities over time
- Review the structural components necessary in preparing future leadership
- Consider using a range of tools to communicate philanthropic history, values and vision
Presented By:
Jeannea Varrichio
National Director of Legal Services
Foundation Source
Jeannea Varrichio is the National Director of Legal Services at Foundation Source where she provides support to foundations and their advisors on a range of issues including, grants to individuals, program-related investing, international grant-making, scholarship and award programs, and direct charitable activities. Jeannea collaborates with the company’s foundation clients to develop and achieve their philanthropic goals while remaining in compliance with self-dealing, excess business holding, jeopardizing investment, and taxable expenditure rules.
Jeannea serves on the board of directors for The Foundation Source Charitable Foundation. Prior to joining Foundation Source, Jeannea managed the foreclosure and bankruptcy department at a national financial services firm. Jeannea received a Bachelor of Science in Accounting from the State University of New York at Old Westbury. She is a graduate of The Maurice A. Deane School of Law at Hofstra University, where she was an editor for The Hofstra Labor and Employment Law Journal.
Robyn Hullihan
Senior Philanthropic Director
Foundation Source
Robyn Hullihan is a Philanthropic Director at Foundation Source, the nation’s largest provider of comprehensive support services for private foundations. An expert in the field of philanthropy and private foundations, she works with clients in the Northeast and Central Regions.
With 30 years of experience in the charitable giving sector, Robyn helps clients accomplish their philanthropic goals through a variety of methods, including research, strategic planning, grantmaking and evaluations, governance, and family engagement.
Prior to joining Foundation Source, Robyn spent 12 years running her own philanthropic consultancy, providing strategic planning, communications, and leadership to foundations and high-net-worth individuals in the areas of governance, administration, program research and development, and organizational and project analysis.
Previously, she was the executive director of the Joyce and Irving Goldman Family Foundation in New York City, served as associate director of The Tow Foundation in Stamford, CT, and was a program officer at The William Randolph Hearst Foundations.
She serves on the board of directors for the Trust for Trauma Journalism and Nordoff-Robbins Music Therapy Foundation, among others. Robyn earned a degree in international relations and music from Mount Holyoke College; a post-graduate diploma from London University, London School of Economics and Political Science; and an M.B.A. in Management/International Business from New York University, Leonard N. Stern School of Business.
ABOUT FOUNDATION SOURCE
Foundation Source is the leading provider of philanthropic software and services. A pioneer in philanthropic technology, Foundation Source is the partner of choice for integrated, enterprise-grade solutions spanning private foundations, donor-advised funds and planned giving programs. Its flexible suite of tools and resources include end-to-end administrative support for the most popular charitable vehicles, specialized compliance, tax, development and consulting capabilities, and deep domain expertise to help maximize impact, mitigate risk, and improve efficiency for all parts of the philanthropic ecosystem. Foundation Source works with donors, nonprofits, wealth advisors and financial institutions to launch, enhance or augment charitable initiatives with turnkey, white-label and outsourced offerings that meet a wide range of philanthropic objectives quickly, professionally, and compliantly.
As of December 31, 2025, Foundation Source supports more than 5,600 private foundations, 20,000 DAF accounts, and 1,700 nonprofits, administers more than $55 billion in charitable assets and facilitate more than 190,000 grants and planned gifts representing more than $4 billion in charitable aid annually.
